For those that are wanting to send out notifications in my assistant you are required to change the invoice type for the vendor from Check to Electronic Payment. Sounds simple enough.. but the truth of the matter as with anything in SAGE, it is not.
Here are the steps currently to set up the vendor to pay electronically:
****Vendor Setup / Terms & Default change the payment type from check to electronic.
(SIMPLE ENOUGH)

Here comes the tricky part they neglect to inform you..
You are then required to change each invoice from check to electronic payment before you are able to do so AND if you dont do this, then the checks don't print out correctly.

Here is the steps currently you will go through to bring your accounts from check to an electronic payment:

****Select Invoices to pay-Select your vendor(s) to pay-ok-start
****Under each vendor YOU will change each invoice to an electronic payment.. you do this by changing the following:
********Other / change payment type / change the type from check to electronic.

Sounds simple enough unless you have 20-50 invoices for a single vendor.
This is both time consuming and really should change ALL the invoices to electronic once you change the vendor from check to electronic payment... If you cant do this, then at the least make it a writeable area.
ANYTHING that makes the process simpler or easier.. It is sad when we are working for the software instead of it working for us..


I have been with this company since 2000 and have not been impressed with any part of it being "user friendly" nor would I recommend this software to another company until such a time as they get it up to the place that it becomes user friendly and meets the simple needs for those of us that use it on a daily basis.

by: rhonda s. | over a year ago | 0 Setup / Environment